Joseph Depalma is a registered investment advisor, based in Myrtle Beach, SC, with 23 years of industry experience.
Location
9776 Kings Road Suite B, Myrtle Beach, SC, 29572
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph is a client relationship manager at Regal Wealth Advisors, selling insurance and investment products, dedicating about 10-20% of his time. He also owns and operates Island Time Charters, Inc. and Eternal Drift, and owns vacant land through J. DePalma LLC, requiring minimal time commitments.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Barclays Capital INC.Broker
Bear Wagner Specialists LLCBroker
Bear Wagner Specialists LLCBroker
Spear, Leeds & Kellogg Specialists LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.